LIM

Loudon Investment Management Portfolio holdings

AUM $181M
1-Year Est. Return 14.9%
This Quarter Est. Return
1 Year Est. Return
+14.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$126M
AUM Growth
-$6.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$2M
2
+$1.32M
3
+$506K
4
BUD icon
AB InBev
BUD
+$116K
5
PFE icon
Pfizer
PFE
+$63.9K

Top Sells

1
+$584K
2
+$543K
3
+$519K
4
INTC icon
Intel
INTC
+$425K
5
CAT icon
Caterpillar
CAT
+$410K

Sector Composition

1 Technology 17.62%
2 Consumer Discretionary 11.84%
3 Healthcare 11.25%
4 Industrials 10.66%
5 Financials 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2M 1.59%
+108,647
27
$1.83M 1.46%
29,443
+21,140
28
$1.77M 1.41%
42,666
-465
29
$1.7M 1.35%
14,820
-215
30
$1.66M 1.32%
10,678
-3,496
31
$1.61M 1.28%
14,640
+1,055
32
$1.57M 1.25%
10,697
-357
33
$1.49M 1.19%
7,453
-175
34
$1.44M 1.15%
8,904
-110
35
$1.42M 1.12%
36,867
36
$1.41M 1.12%
12,946
-500
37
$1.41M 1.12%
25,357
-395
38
$1.39M 1.11%
26,546
39
$1.32M 1.05%
20,391
-555
40
$1.3M 1.03%
14,003
-600
41
$1.15M 0.91%
65,110
-4,250
42
$1.04M 0.83%
12,290
+95
43
$1.04M 0.83%
13,966
-200
44
$805K 0.64%
7,636
-1,120
45
$751K 0.6%
22,052
46
$729K 0.58%
5,380
-980
47
$718K 0.57%
5,396
-385
48
$669K 0.53%
3,892
49
$612K 0.49%
10,221
-800
50
$581K 0.46%
8,965
-500
1
2
3 4